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Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. Click … Continued

Powell Brown – President and CEO Still a lot of capital in insurance In summary, there continues to be a lot of capital across the insurance market place. However the recent storms, fires and earthquakes may have implications on pricing … Continued

We’re continuing our new experiment this week running a weekly post each Monday to expand upon the quotes that we gather in our weekly digest. The weekly digest is intended to be an unbiased view of what we are hearing … Continued

This week we’re starting a new experiment. We’re going to try to run a weekly post each Monday to expand upon the quotes that we gather in our weekly digest. The weekly digest is intended to be an unbiased view … Continued

VCA Antech (WOOF) CFO Tom Fuller said the company is executing “So in recap, we have a great company and a wonderful, wonderful industry, demand is still very strong, consumer is getting strong, our economy is stable, and people just … Continued

Expeditors International (EXPD) is seeing the Chinese economy slow in real-time but says they are trying to making the transition to a consumer driven economy “Despite the general economic slowdown in China, it is still one of the fastest growing economies … Continued

UnitedHealth Group (UNH) CEO Stephen Hemsley said the company had its highest customer retention ratio in its history “UnitedHealth Group businesses have steadily strengthened over the last several years and this trend continued in the first quarter of 2016. Our … Continued

Interactive Brokers (IBKR) CEO Thomas Petterfly said its most profitable clients are hedge funds and traders “Our most lucrative accounts are hedge funds and proprietary trading groups. Both of these two financially most sophisticated customer types trade and invest for … Continued

Source: December 2015 Stanford Interview https://www.youtube.com/watch?v=cYN3ghAam14&list=PLnsTB8Q5VgnVzh1S-VMCXiuwJglk5AV–&index=19 Linkedin (LNKD) CEO Jeff Weiner said executive decision making ultimately drives the long term success or failure of a business “At the end of the day, I think one of the most important drivers of … Continued

Kevin Ozan — CFO Working to develop a national value platform “we are focused on working with our franchisees to develop a national value platform that will help have an everyday predictable value platform going forward. Those are the key … Continued